Tweedy Browne
Exit transactions in Cleveland-Cliffs Inc. $CLF and Albemarle Corporation $ALB.
Exit
Materials & Manufacturing
- Last updated
- Jul 20, 2026
- Based on
- 252 actions
- Gurus considered
- 151
- Stocks covered
- 326
Materials, chemicals, mining, packaging, and manufacturing inputs. This page tracks 252 investor, Congress, and insider actions tied to the broader Materials & Manufacturing category, connecting the industry classification with the people and institutions currently showing activity. It gives context from 151 gurus across 326 stocks, so the feed can be read as an industry-level signal rather than a loose list of single-stock events.
Materials & Manufacturing Smart Money Notes
PRIMECAP Management
Trim $39.9M of disclosed value in Perimeter Solutions, Inc. $PRM.
Trim
Tom RussoGardner Russo & Gardner
Trim transactions in Martin Marietta Materials Inc $MLM and Vulcan Materials Co $VMC.
Trim
Sands Capital
Add $27.1M of disclosed value in Linde plc $LIN.
Add
Jefferies Group
Add $28.4M of disclosed value in CENTURY ALUMINUM CO $CENX.
Add
Jefferies Group
Trim $7.4M of disclosed value in Linde plc $LIN.
Trim
Bruce BerkowitzFairholme Capital
Exit $-4.2M of disclosed value in CF Industries Holdings Inc $CF.
Exit
Donald YacktmanYacktman Asset Management
Add $2.6M of disclosed value in Reliance Steel & Aluminum Co $RS.
Add
Mario GabelliGAMCO Investors
Exit $-2.1M of disclosed value in Linde plc $LIN.
Exit
John W. Rogers Jr.Ariel Investments
Add $3.8M of disclosed value in Mosaic Company $MOS.
Add
John W. Rogers Jr.Ariel Investments
Trim $8.5M of disclosed value in Barrick Mining Corporation $B.
Trim
Jim SimonsRenaissance Technologies
Exit $-138.3M of disclosed value in New Gold Inc $NGD.
Exit
Showing 241-252 of 252